X @s4mmy

Robotics Industry Outlook - The robotics trade is still in its early stages, with current robot movement and coordination needing improvement [1] - AI advancements will enhance robot coordination and functionality, leading to increased retail interest once robots become affordable for household chores [1] - A "half decent" humanoid robot currently costs $10 thousand, which is still too expensive for everyday households [1] Decentralized Physical AI (DePAI) Market - The DePAI sector may experience a speculative bubble, similar to the AI cycle in Q1, driven by "vapourware" projects [2] - Projects with real revenues and product-market fit outside of crypto should be closely monitored [2] - Projects like Aethir ($160 million ARR), Peaq, and USDai are noteworthy, along with potentially some TAO subnets/affiliated companies [3] - Crypto vehicles offer access to private rounds of traditional robotics companies like Apptronik and Figure through their tokens [3] Market Prediction - An AI/DeAI/DePAI Supercycle is anticipated within the next 12 months, potentially sooner if macro conditions become very bullish [4]